Capital Group Short Duration Municipal Income ETF
CGSM
CGSM
82 hedge funds and large institutions have $570M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 3 closing their positions.
Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
45
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$36.8M |
| 2 |
2
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.9M |
| 3 |
3
JPMorgan Chase & Co
New York
|
$6.36M |
| 4 |
4
LPL Financial
San Diego,
California
|
$20.8M |
| 5 |
5
Osaic Holdings
Scottsdale,
Arizona
|
$7.13M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AF
76
Advisornet Financial
Minnetonka,
Minnesota
| $121K | 4,651 | -82 | -2% |
|
|
FHA
77
First Horizon Advisors
Memphis,
Tennessee
| $67.1K | 2,581 | +2,372 | +1,135% |
|
|
GWSG
78
GPS Wealth Strategies Group
Centennial,
Colorado
| $50.7K | 1,950 | +1,950 | New |
|
|
NS
79
NBC Securities
Birmingham,
Alabama
| $34K | 1,313 | +1,312 | +131,200% |
|
|
EWA
80
EQ Wealth Advisors
Dallas,
Texas
| $30K | 1,154 | +1,154 | New |
|
|
AF
81
Allworth Financial
Folsom,
California
| $13.8K | 535 | +40 | +8% |
|
|
CFD
82
Creative Financial Designs
Kokomo,
Indiana
| $11.3K | 434 | – | – |
|
|
CFGS
83
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | -20,537 | Closed |
|
84
UBS Group
Zurich,
Switzerland
| – | – | -150 | Closed |
|
85
Fidelity Investments
Boston,
Massachusetts
| – | – | -1 | Closed |
|